Guided Portfolio Updates2026-08-13T13:51:43+10:00

GUIDED PORTFOLIO UPDATES

HNW Guided Portfolios are portfolios of direct shares and exchange traded funds, managed by HNW Planning’s Investment Committee with guidance from external asset consultants. Changes to the Guided Portfolios are put forward by HNW Planning for client acceptance. A guided portfolio is a strategy, it is not a product. They offer:

  • Access to a very cost efficient and transparent mechanism to own direct shares or exchange traded funds,

  • The option to permanently exclude investments (companies) on ethical or other grounds,

  • Access to Entitlement Offers, Share Purchase Plans, Dividend Re-investment Plans, and voting rights, and

  • You’ll avoid the “black box” solution of Managed Funds that can be sub-optimal for tax management, can be more expensive to access active advice, and create a dependency on others.

August 2026

Reporting Season – Dalrymple Bay Infrastructure

August 25, 2026|

This morning, Dalrymple Bay Infrastructure (DBI), the world's largest met coal export terminal, reported its half-year 2026 results, which demonstrated strong earnings and distributions. The Atlas portfolio has a 2.5% allocation [...]

Reporting Season – Woodside

August 25, 2026|

This morning, Woodside (WDS) reported its first-half 2026 results with few surprises; they were solid as expected. Overall, a solid result from Australia’s largest energy company with a nice increase in the [...]

Reporting Season – Ampol

August 24, 2026|

This morning, Ampol (ALD), Australia's largest energy distributor and retailer, released its half-year results for 2026, demonstrating the strength of recent refining margins, with first-half profits coming in $42 million above upgraded guidance. [...]

Reporting Season – Arena REIT

August 23, 2026|

Arena REIT (ARF): The listed childcare and medical centre owner reported full-year results on Friday morning, following an update last week about one of its tenants, Edge Early Learning, defaulting on [...]

Reporting Season – Region Group

August 18, 2026|

Region Group (RGN): This morning, Australia's largest convenience mall landlord, RGN, released its full-year results for 2026, which were largely in line with expectations. The HNW Income Portfolio has a 2% [...]

Reporting Season – Deterra Royalties

August 18, 2026|

Deterra Royalties (DRR): Australia's only iron ore and lithium royalty trust and the most boring miner on the ASX has released its full-year 2026 results, which were quite pleasing. For DRR, [...]

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